> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/accounts/configuration/journal-voucher-configuration/pick-agent-from-agent-+-party.md).

# Pick Agent from Agent + Party

**YouTube:** [How to Pick Agent/Salesman from Agent–Party Linking in Journal Vouchers?](https://youtu.be/Me2Qt4tc84c)

## How to Pick Agent / Salesman from Agent–Party Linking in Journal Vouchers?

In this tutorial, we will learn how to automatically pick the Agent Name in Journal Voucher entries through Agent + Party Linking in Logic ERP. This feature helps reduce manual entry and ensures that the correct agent is automatically linked with the selected party during voucher transactions.

***

### Objective of This Feature

* Automatically fetch Agent Name during Journal Voucher entry
* Reduce manual agent selection
* Improve transaction accuracy
* Simplify voucher processing
* Maintain proper Agent and Party linkage

***

### Access to Journal Voucher Configuration

* Go to **Menu Bar → Configuration.**
* Open **Journal Voucher Configuration.**
* Select Required **Configuration** from the dropdown list.
* Navigate to **Other Options Tab**
* Locate and enable the option labeled as:

> **“Pick Agent from Agent + Party”**

<figure><img src="/files/0LBbPGn23knTakJZlHuv" alt=""><figcaption></figcaption></figure>

**Unlock Agent Name Field**

* Open **Column Locks**
* Search for **Agent Name Field**
* Tick **Unlock** Option

<figure><img src="/files/EHB6loo4zUWMl9QSenRq" alt=""><figcaption></figcaption></figure>

* The Agent Name field becomes visible during Journal Voucher entry
* Save the Configuration.

***

### Create a New Journal Voucher Entry

**Process**

* Initiate New Journal Voucher Entry.
* Select Party Name during entry.

<figure><img src="/files/RuZ0EVm18G988vj6f7fs" alt=""><figcaption></figcaption></figure>

**System Behavior**

* As soon as the Party is selected:
  * The software automatically picks the linked Agent Name.

**Verification**

* Go back to Header Details Section.
* Observe Agent Name is automatically populated.

<figure><img src="/files/QMVgXr171GEGafvDs8j2" alt=""><figcaption></figcaption></figure>

***

### Setup Agent + Party Linking

* Go to **Setup** and then **Setup Accounts**
* Under **Setup Agents Menu**
* Open **Agent + Party Linking Window**

**Link Agent with Party**

* Select Agent Name from Dropdown List.

<figure><img src="/files/jr2zRLqkc6mlXXMqtRR2" alt=""><figcaption></figcaption></figure>

* Choose Required Account or Party.

<figure><img src="/files/FhhNkI2l521Z703sVFaj" alt=""><figcaption></figcaption></figure>

* Click **Refresh.**
* Tick Checkbox against the Account.

<figure><img src="/files/bZtzCetv5JuSgRQrwrQ2" alt=""><figcaption></figcaption></figure>

* Save Changes.

<figure><img src="/files/6lj9sP5Hr6V4zd2ecT2a" alt=""><figcaption></figcaption></figure>

**Final Result**

* The selected Agent becomes linked with the respective Party.
* During Journal Voucher entry:
  * The software automatically fetches the linked Agent Name

***

### Key Benefits

* Reduces manual agent selection
* Speeds up voucher entry process
* Improves transaction accuracy
* Ensures proper agent mapping
* Simplifies accounting workflow

***

### Best Practice Tips

* Keep Agent + Party linking updated regularly
* Verify linked accounts before voucher entry
* Use proper agent naming conventions
* Unlock Agent Name field only when required

***

### Final Outcome

* Agent Name is automatically picked during Journal Voucher entry
* Manual agent selection is minimized
* Voucher processing becomes faster and more accurate in Logic ERP&#x20;


---

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